Purpose
Never wonder how your Instinct EMR bill is created again! Now you can see the totals used to calculate your bill, the transactions that made up that total, and transaction updates your existing in-app reports don’t capture (on purpose!). This report provides the payment, deposit, and refund totals and details that are what an EMR practice is billed on. This report includes the total money for the billing period being calculated, all the transactions/payments that contributed to that total, and the voids/unvoid actions that may be the source of discrepancies with existing in-app reports.
Questions the Dashboard Can Answer
The total payments + deposits – refunds during the billing period that your EMR bill is based on
A view of all transactions/payments/actions that make up those totals
Voids/unvoids outside the billing period that may explain why you have questions about your totals
FAQs
The EMR Billing report is a “point-in-time” report that is unchanging, i.e. the bill for the month of August is finalized at 11:59 pm local time on August 31st, and the report for August will remain unchanging if the report is run again in September, October, November, etc. This means that the EMR Billing (Summary) and Billing Details tabs will NOT account for void or unvoid actions done in a later month for transactions made during the billing month, in order for the totals and transaction details to remain unchanging. For this reason, the EMR Billing report is expected to be the source of truth for your bill.
EMR Billing Summary tab uses the inserted_at date of a transaction, not the transacted_at date
Transactions that are voided within the reporting period will not display on this dashboard
Transactions that are created within the period but voided after the period, will be displayed.
The Void Checker tab displays a list of transactions where the status changed from what it was within the billing period
Only transactions that are voided or unvoided after the reporting period will display on the Void Checker tab
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
